Alternative Investing Report - March 6, 2026

Happy Friday. Reeve Collins gives us a public market investing pick, existing home sales ticked up, there was another robotics megaround, and a16z is putting billions into the blockchain. Let’s dive in!

📺 Watch: Our latest investor briefing covering the fast-growing Healthtech sector and prominent startups Oura, Abridge, OpenEvidence, as well as OpenAI.

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📈 DAILY MARKETS

*as of 3/5; Sources: S&P, BTC, FTSE, DJRE, 30YM

✅ PICK OF THE WEEK


Amazon (Nasdaq: AMZN)
Share price: $218.94 (Market cap: $2.35 trillion)

  • They have the infrastructure for logistics and delivery that is only going to get more important as we get more digital

  • It is a company that has been so ubiquitous around the world with a high level of service

  • It will be able to apply AI better than other companies because they already have the distribution necessary

  • Amazon will continue to innovate and grow over time and do amazing things

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👨‍🏫 TODAY'S EXPERT


Reeve Collins is a pioneer in blockchain, stablecoins, and digital assets, with a legacy of creating category-defining innovations. After co-founding Tether, the world’s first stablecoin, and launching the first platform for NFTs, he helped shape two of the most transformative movements in Web3.

Reeve is currently the co-founder and chairman of: WeFi, an onchain infrastructure provider for banks | STBL, the next generation stablecoin protocol | and the pending chairman of ReserveOne, a publicly traded digital asset management company.

📺 EVENT REPLAY


Vincent's Slava Rubin and Sacra's Jan-Erik Asplund take an in-depth look at the Healthtech sector, and key startups Oura, Abridge, and Open Evidence, as well as OpenAI's impact on the industry.

📰 NOTABLE NEWS


🏡 Housing market perks up: Existing home sales were up 1.8% year-over-year in February, and home values rose slightly, the first positive gain in seven months according to Zillow. If mortgage rates can stay steady, buyers are likely to start slowly returning to the fold.

🤖 Neura Robotics megaround: The German-based humanoid robotic startup is reportedly raising a $1.2 billion round at a valuation of $4.6 billion, in another megaround for the sector we covered earlier this year in a pre-IPO briefing.

🪙 a16z crypto fund: The crypto arm of the VC giant is targeting a $2 billion raise for its fifth crypto venture fund, which will focus fully on blockchain investments. Previous funds have invested in big winners such as Kalshi and Uniswap.

🏢 Apartment occupancy rate rises: Both occupancy rates and effective asking rents rose for the second consecutive month, though both are down on a year-over-year basis. The Midwest remains the strongest region for apartment rent growth, while the South is seeing both a decline in rents and the lowest occupancy rate of any region.

🚀 Ayar Labs fundraise: On the heels of Nvidia’s $4 billion investment into public photonic companies earlier this week, photonics startup Ayar Labs raised a $500 million funding round, which also included Nvidia as an investor.

💵 Private credit losing retail: As returns start to dwindle and concerns about loan quality grow, investors are requesting withdrawals from major private credit funds at an accelerated rate, putting more pressure on managers in the asset class.

📝 IN CASE YOU MISSED IT

Have a great weekend!

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